First Trust Direct Indexing’s Interpublic Group of Companies IPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,728	Closed	-$561K	–	442
2024 Q3	$561K	Sell	17,728 -2,510	-12%	-$77K	0.03%	509
2024 Q2	$589K	Buy	20,238 +2,132	+12%	+$65.7K	0.04%	458
2024 Q1	$591K	Buy	18,106 +3,627	+25%	+$117K	0.04%	425
2023 Q4	$473K	Buy	+14,479	New	+$436K	0.04%	455
2023 Q3	–	Sell	-6,614	Closed	-$255K	–	718
2023 Q2	$255K	Sell	6,614 -135	-2%	-$5.09K	0.03%	593
2023 Q1	$251K	Buy	6,749 +739	+12%	+$26.6K	0.03%	595
2022 Q4	$200K	Buy	+6,010	New	+$186K	0.03%	629
2022 Q2	–	Sell	-6,835	Closed	-$242K	–	667
2022 Q1	$242K	Sell	6,835 -453	-6%	-$16.3K	0.03%	566
2021 Q4	$273K	Sell	7,288 -295	-4%	-$10.7K	0.04%	518
2021 Q3	$278K	Buy	+7,583	New	+$271K	0.04%	500
2021 Q2	–	Sell	-13,393	Closed	-$391K	–	597
2021 Q1	$391K	Hold	13,393	–	–	0.1%	262
2020 Q4	$315K	Buy	+13,393	New	+$281K	0.08%	280